Capital Wealth Planning’s Mitsubishi UFJ Financial MUFG Stock Holding History

Capital Wealth Planning’s Portfolio MUFG Stock Details MUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41M	Buy	2,059,506 +360,611	+21%	+$6.79M	0.2%	43
2026 Q1	$28.8M	Buy	1,698,895 +599,994	+55%	+$10.7M	0.16%	42
2025 Q4	$17.5M	Buy	1,098,901 +32,310	+3%	+$500K	0.11%	45
2025 Q3	$17M	Buy	1,066,591 +256,565	+32%	+$3.8M	0.12%	34
2025 Q2	$11.1M	Buy	810,026 +340,653	+73%	+$4.4M	0.09%	32
2025 Q1	$6.4M	Buy	469,373 +150,010	+47%	+$1.93M	0.06%	37
2024 Q4	$3.74M	Buy	319,363 +41,693	+15%	+$469K	0.03%	54
2024 Q3	$2.83M	Sell	277,670 -224,347	-45%	-$2.37M	0.03%	60
2024 Q2	$5.42M	Buy	502,017 +47,654	+10%	+$483K	0.06%	36
2024 Q1	$4.65M	Buy	454,363 +92,848	+26%	+$898K	0.05%	40
2023 Q4	$3.11M	Buy	361,515 +161,857	+81%	+$1.37M	0.04%	45
2023 Q3	$1.7M	Buy	199,658 +102,962	+106%	+$821K	0.02%	45
2023 Q2	$713K	Buy	+96,696	New	+$644K	0.01%	68

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Capital Wealth Planning's MUFG Position: Q2 2026 in Review

Capital Wealth Planning increased its Mitsubishi UFJ Financial (MUFG) stake by 21% in Q2 2026, buying an estimated $6.79M and bringing the position to 2,059,506 shares worth $41M. The position accounts for 0.2% of the portfolio, ranked #43.

Capital Wealth Planning first reported a position in MUFG in Q2 2023 and has held it in 13 quarters since. 573 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Capital Wealth Planning held 2,059,506 shares of Mitsubishi UFJ Financial worth $41M as of Q2 2026.
Capital Wealth Planning bought 360,611 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $6.79M.
Mitsubishi UFJ Financial made up 0.2% of Capital Wealth Planning's portfolio in Q2 2026, its #43 holding.
Capital Wealth Planning first reported a position in Mitsubishi UFJ Financial in Q2 2023 and has held it in 13 quarters since.
573 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.